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$IBM 2Q15 Call: Demand increased in services business, with 22 deals over $100MM this quarter. System z revenue was up about 50% YTD and z13 performance was in line with previous cycles. Power grew in 1H15, led by strong growth in scale out systems, capturing both Unix and Linux opportunity, and a return to growth in the high-end this quarter.
$WBA is yet to receive US anti-trust clearance for its Rite Aid acquisition. The deadline for the deal expires on January 27.
$BMY plunge 7.2%. No credits to the non-acceleration of approval for lung cancer combination treatment.
Well this is big! I don’t know if it’s someone’s monopoly or genuine excitement, but either way, $CSX is up 23% after market closed. I heard some activist investor is going to blow big money into CSX Corp. Anyone mind explaining?